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Found 2 results

  1. s2mone
    Current plan document allows for in-service distribution for participants who are over 59.5 and employed for 5 years. The withdrawal is restricted to once a year. The client wants to amend the plan to allow multiple (periodic) payments of in-service distribution for participants who are over 70.5 and leave the restriction for once a year for participant who is 59.5. is this allowed?
  2. Zorro1k
    If a plan provides for actuarial increases after 70.5 and also provides for continued accruals but does not provide a "better of" calculation, can PA make administrative decision to do "better of" calculation for benefits?
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